Dixon Financial

Fixed Index Annuities

Our services

save for the future using annuities

What is a fixed index annuity?

A fixed index annuity is an insurance product that offers the potential for growth while providing downside protection and income in retirement. While there are many different types of annuities, a fixed index annuity offers the unique benefit of being able to participate in the stock market's upside potential without worrying about the downside risk. This is because the gains in the annuity are based on a predetermined index, such as the S&P 500, and are not directly linked to the stock market.

Benefits of a Fixed Index Annuity

Fixed index annuities (FIA) can be a valuable planning vehicle for retirement savings! They offer protection from market downturns and guarantees that you expect along with growth opportunity to help build your retirement savings

Fixed index annuities help provide peace of mind by offering:

our core values

Creating Peace of Mind for 25+ Years

Integrity

Honesty & integrity are crucial for managing our client's portfolios.

Attentive

We keep a keen eye on your portfolio to ensure risk is minimized and profits grow.

Dynamic

Situations always change.  That's why we stay up to date on the latest industry news.

Value Relationships

We greatly value our client relationships.  We give 1-to-1 attention to each and every customer.

Calculators

Calculate Your Future

Use our helpful calculators to get a better understanding of your finances and what you can do to start achieving your goals today.

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Phone Number

(513) 235-1859

Finance Calculators

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